# HERITAGE FINANCIAL, LLC

HERITAGE FINANCIAL, LLC of GAINESVILLE, VA is an SEC-registered investment adviser.

## Registration

- CRD: 285149
- Type: SEC-registered investment adviser
- SEC file number: 801-114336
- Location: 7001 HERITAGE VILLAGE PLAZA, SUITE 190, GAINESVILLE, VA, 20155
- Phone: (703) 754-1233
- Latest filing: 2026-06-09
- Regulatory AUM: $408.0M
- Discretionary AUM: $364.8M
- Non-discretionary AUM: $43.2M
- Clients: 8
- Accounts: 1,507

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| David Kalani Morton | PRINCIPAL, CEO, MEMBER | — |
| Elizabeth Lannon Clark | PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, MEMBER | — |
| COOKE MARK GRISHAM | PRINCIPAL; PRINCIPAL/CCO | — |
| MORTON DAVID KALANI | PRINCIPAL; PRINCIPAL, CEO; PRINCIPAL, CEO, MEMBER | — |
| CLARK ELIZABETH LANNON | PRINCIPAL; PRINCIPAL & CHIEF COMPLIANCE OFFICER; PRINCIPAL, CHIEF COMPLIANCE OFFICER, & CHIEF OPERATIONS OFFICER (+1 more) | — |
| MOON JAMES ROBERT | MEMBER; PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285149/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285149/similar
- Related entities: https://search.stillhousedata.com/firm/285149/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285149

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.